See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY5+ years Filed as: LT TRUST Service code 24 · EIN 41-1481683 1675 BROADWAY SUITE 500 · DENVER, CO 80202 | Discretionary Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,698 | $40,522+37.5% | $84,611-34.2% | $67,579-17.6% |
| Participation rate | 4.3% | 51.1%-46.8pp | 68.2%-64.0pp | 71.3%-67.0pp |
| Annual return | 26.37% | 32.72%-6.4pp | 258.74%-232.4pp | 378.56%-352.2pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $151 | $2,132-92.9% | $3,899-96.1% | $3,539-95.7% |
| Admin fee / account holder | $147 | $145+1.3% | $4,912-97.0% | $142+3.4% |